Client with Mental Illness and A Diminishing Family Trust
Ann Koerner
Summary:
A bank trustee had recently run an analysis of a client’s trust funds and came to a disturbing realization: The 48-year-old man diagnosed with schizophrenia was facing rising long-term...
Case Study – An Immediate Return on Investment
Ann Koerner
Summary:
An initial investment of $2000 in NCA consulting services resulted in over $11,000 in back Social Security benefits paid and ongoing Social Security payments of $770/month from this point...
A Winning Strategy: The Special Needs Trustee and Family Team
Ann Koerner
For individuals with special needs that are fortunate to have a Special Needs Trust fund, there can be challenges to the relationship between primary family caregivers and the trustee. There is a...
Maximizing Benefits for Special Needs – Medicaid Waiver Services
Ann Koerner
Do you need specialized support services for an individual with special needs?
Medicaid Waiver Programs offer a unique opportunity for individuals with special needs to take advantage of Federal...
Navigating K-12 Education with a Special Needs Child
Ann Koerner
All parents hope to raise their children in a way that maximizes their potential. Parents spend endless hours helping their sons and daughters to become educated, well mannered, thoughtful adults...